Asset Protection
The Difference between Probate Assets and Non-Probate Assets
Non-probate assets are those assets which do not go into an estate when the owner dies.
February 21, 2022
Asset Protection
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
February 15, 2022
Estate Administration
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
February 14, 2022
Asset Protection
What are the Negatives of Investing in Cryptocurrency?
What happens when all of a corpse’s money is in his cold wallet?
February 11, 2022
Advanced Directives
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
February 10, 2022
Asset Protection
How Should I Handle an Inheritance?
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
February 8, 2022
Asset Protection
What are Best Assets to Inherit?
If you really want to help your heirs out, these are some of the best assets to leave them.
February 7, 2022
Estate Administration
Is Prince’s Estate Settled Yet?
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.
February 1, 2022
Asset Protection
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
January 27, 2022
Estate Administration
James Brown Estate Battle Resolved … Almost, but Not Quite
For more than a decade, Brown’s heirs and estate administrators, including Mr. Bauknight and Adele Pope, a former executor, have battled in court over the value of his estate.
January 26, 2022